SPDR S&P 500 ETF TRUST - TR UNIT (SPY)

CUSIP: 78462F103

Q3 2013 13F Holders as of 30 Sep 2013

Type / Class
Equity / TR UNIT
Total 13F shares
25,547,353
Share change
-264,454
Total reported value
$4,293,733,806
Put/Call ratio
41%
Price per share
$168.01
Number of holders
42
Value change
-$44,562,625
Number of buys
15
Number of sells
13

Quarterly Holders Quick Answers

What is CUSIP 78462F103?
CUSIP 78462F103 identifies SPY - SPDR S&P 500 ETF TRUST - TR UNIT in SEC institutional holdings data.

Need full ownership history?
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Top shareholders of SPY - SPDR S&P 500 ETF TRUST - TR UNIT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
7,105,099
$1,139,800,000 30 Jun 2013
13F
Veritable, L.P.
13F
Company
class O/S missing
3,127,996
$501,793,000 30 Jun 2013
13F
Sanders Capital, LLC
13F
Company
class O/S missing
1,275,110
$204,030,000 30 Jun 2013
13F
AIA Singapore Private Ltd
13F
Company
class O/S missing
749,578
$120,127,000 30 Jun 2013
13F
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD
13F
Company
class O/S missing
687,000
$110,209,000 30 Jun 2013
13F
Asset Management One Co., Ltd.
13F
Company
class O/S missing
680,800
$109,697,000 30 Jun 2013
13F
Employees Provident Fund Board
13F
Company
class O/S missing
592,071
$94,737,281 30 Jun 2013
13F
Forward Management, LLC
13F
Company
class O/S missing
1,990,638
$76,805,000 30 Jun 2013
13F
Retirement Systems of Alabama
13F
Company
class O/S missing
419,731
$67,161,000 30 Jun 2013
13F
AIA Group Ltd
13F
Company
class O/S missing
414,600
$66,444,000 30 Jun 2013
13F
Berkshire Money Management, Inc.
13F
Company
class O/S missing
170,659
$27,377,000 30 Jun 2013
13F
MUFG Americas Holdings Corp
13F
Company
class O/S missing
165,256
$26,510,000 30 Jun 2013
13F
Wind River Trust Co
13F
Company
class O/S missing
162,800
$26,117,000 30 Jun 2013
13F
SECURIAN ASSET MANAGEMENT, INC
13F
Company
class O/S missing
106,870
$17,144,000 30 Jun 2013
13F
VECTOR WEALTH MANAGEMENT, LLC
13F
Company
class O/S missing
73,301
$11,759,000 30 Jun 2013
13F
Goldstein Munger & Associates
13F
Company
class O/S missing
69,367
$11,128,000 30 Jun 2013
13F
NEVILLE RODIE & SHAW INC
13F
Company
class O/S missing
54,737
$8,781,000 30 Jun 2013
13F
Elite Wealth Management, Inc.
13F
Company
class O/S missing
48,600
$7,796,000 30 Jun 2013
13F
Tortoise Investment Management, LLC
13F
Company
class O/S missing
45,921
$7,367,000 30 Jun 2013
13F
Marquette Asset Management, LLC
13F
Company
class O/S missing
33,386
$5,356,000 30 Jun 2013
13F
MCF Advisors LLC
13F
Company
class O/S missing
26,813
$5,014,000 30 Jun 2013
13F
Joel Isaacson & Co., LLC
13F
Company
class O/S missing
26,354
$4,228,000 30 Jun 2013
13F
Capital Analysts, LLC
13F
Company
class O/S missing
16,054
$2,575,500 30 Jun 2013
13F
Citizens Business Bank
13F
Company
class O/S missing
13,900
$2,230,000 30 Jun 2013
13F
First Horizon Advisors, Inc.
13F
Company
class O/S missing
13,739
$2,204,000 30 Jun 2013
13F
Twin Tree Management, LP
13F
Company
class O/S missing
12,800
$2,053,000 30 Jun 2013
13F
Perpetual Ltd
13F
Company
class O/S missing
10,700
$1,712,000 30 Jun 2013
13F
Zhang Financial LLC
13F
Company
class O/S missing
9,764
$1,567,000 30 Jun 2013
13F
NWAM LLC
13F
Company
class O/S missing
8,807
$1,413,000 30 Jun 2013
13F
CPWM, LLC
13F
Company
class O/S missing
7,900
$1,267,000 30 Jun 2013
13F
Rehmann Capital Advisory Group
13F
Company
class O/S missing
7,870
$1,263,000 30 Jun 2013
13F
MONETA GROUP INVESTMENT ADVISORS LLC
13F
Company
class O/S missing
5,651
$907,000 30 Jun 2013
13F
Harbour Capital Advisors, LLC
13F
Company
class O/S missing
5,380
$863,000 30 Jun 2013
13F
Conestoga Capital Advisors, LLC
13F
Company
class O/S missing
1,870
$300,000 30 Jun 2013
13F
EMORY UNIVERSITY
13F
Company
class O/S missing
77
$12,000 30 Jun 2013
13F

Institutional Holders of SPDR S&P 500 ETF TRUST - TR UNIT (SPY) as of Q3 2013

As of 30 Sep 2013, SPDR S&P 500 ETF TRUST - TR UNIT (SPY) was held by 42 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 25,547,353 shares. The largest 10 holders included WELLS FARGO & COMPANY/MN, BANK OF MONTREAL /CAN/, ASSETMARK, INC, Veritable, L.P., AIA Singapore Private Ltd, TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD, DIAM Co., Ltd., LAZARD ASSET MANAGEMENT LLC, Sanders Capital, LLC, and Retirement Systems of Alabama. This page lists 43 institutional shareholders reporting positions in this security for the Q3 2013 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2013 vs Q2 2013 Across Filers

Q2 2013 holders
34
Q3 2013 holders
42
Holder diff
8
Investor Q2 2013 Shares Q3 2013 Shares Share Diff Share Chg % Q2 2013 Value $ Q3 2013 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.